This is an episode from March 2022, where Brent talks about his history with Ukraine and Russia's invasion. Although we are not almost three years removed, the content seems as relevant today as it wa

Brent chats about how adding leverage (or debt) to estate planning vehicles can increase the wealth transfer potential. He talks specifically about adding debt in irrevocable grantor trusts, GRATs, an

Brent chats about how to move a trust's income tax residence to a State with no income tax. He talks about what trusts can do this and when and why it might make sense. He also explains when the math

Brent chats about the new administration, and news of tax proposals from Republican tax negotiators. He shares his thoughts on tariffs, lower C corporation tax rates, the SALT deduction, the 199A dedu

Brent chats about how he's thinking about using the 2025 Estate Tax exemption of $13.99 million. He discusses getting ulta-high net worth clients to act, the basic planning frameworks and numbers, and

Brent chats with Ryan Halvorson about how to make smart moves with equity compensation. They talk about different kinds of equity compensation, from RSUs, stock options, to deferred compensation. They

Brent chats with Paul Hood about what the world looks like for buy sell agreements after the US Supreme Court's decision in Connelly. They discuss how, if at all, the decision changes existing law, wh

Brent chats with Toni Ann Kruse about what it means from a practical and tax perspective to expatriate from the United States. They explain the difference in residency, covered expatriates, and signif

Brent chats with Geoff Grenert about how to help client understand complicated ideas as part of their planning. They discuss the challenge of explaining things simply, helping people overcome their ow

Brent explains some of the challenges of planning when there is a non-US citizen spouse. He dives into the estate tax marital deduction, the gift tax marital deduction, Form 3520, income tax recogniti